Unclaimed
Cynthia Corrine Kot is a registered representative with PFS Investments Inc., a company specializing in providing portfolio management services to individuals and businesses. Cynthia has been active in the industry since 2005 and holds the Series 6, Series 63, and SIE licenses. She is registered in Michigan and Maryland. Cynthia is based in Washington Township, Michigan.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
MI
10/31/2005 - Present
PFS Investments Inc. (WASHINGTON TOWNSHIP MI)
BC
Issued 11/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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